Curi Wealth Management’s Ally Financial ALLY Stock Holding History

Curi Wealth Management’s Portfolio ALLY Stock Details ALLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-50	Closed	-$2K	–	199
2022 Q2	$2K	Buy	+50	New	+$2K	﹤0.01%	508

Other funds holding ALLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curi Wealth Management's ALLY Position: Q3 2022 in Review

Curi Wealth Management sold out of Ally Financial (ALLY) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in ALLY in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 527 funds tracked by Wall St. Rank hold ALLY as of Q3 2022.

Curi Wealth Management reported no remaining Ally Financial position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 50 Ally Financial shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Ally Financial in Q2 2022 and held it in 1 quarter.
Curi Wealth Management's Ally Financial position peaked at $2K in Q2 2022.
527 funds tracked by Wall St. Rank held Ally Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.